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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,206 | $154,228+258.7% | $145,433+280.4% | $137,256+303.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.17% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $20,667 | $4,804+330.2% | $4,554+353.8% | $4,156+397.3% |
| Participant deferral / active EE | $13,074 | $8,216+59.1% | $7,897+65.6% | $6,407+104.1% |
| Admin fee / account holder | $133 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |